Filed August 22, 2023 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,762 | $56,114+56.4% | $96,139-8.7% | $85,850+2.2% |
| Participation rate | 90.5% | 56.7%+33.8pp | 68.4%+22.0pp | 69.3%+21.2pp |
| Annual return | 11.61% | 42.30%-30.7pp | 191.94%-180.3pp | 318.53%-306.9pp |
| Employer contribution / active EE | $992 | $1,620-38.7% | $2,797-64.5% | $2,565-61.3% |
| Participant deferral / active EE | $2,934 | $2,859+2.6% | $4,349-32.5% | $3,952-25.8% |
| Admin fee / account holder | $23,419 | $3,768+521.5% | $5,537+323.0% | $6,260+274.1% |